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19 Sep, 5 tweets, 2 min read
Chip makers to carmakers: time to get out of the semiconductor Stone Age | Fortune

AN IMPORTANT THREAD fortune.com/2021/09/17/chi…
"The automobile is the most expensive consumer good and runs on the cheapest possible semiconductor chip"

"Obsolete technology often over a decade old"

1/ Image
"Carmakers exert brutal cost pressure on their suppliers"

"Investing in old technology is much less attractive"

"It 's not an easy fix"

2/ Image
"Because of a 50-cent chip we are unable to build a car that sells for $50,000" - VW

"9.4 million cars could be eliminated from the production plans"

THE PERFECT STORM

3/ ImageImage
And where is this going ?

Not easy to justify reinvesting in all the onboard chip designs for vehicles that are using an obsolete ICEV technology

- whose volume is in the process of disappearing . . . Image

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More from @jpr007

JPR007 Profile picture
20 Sep
General Motors will begin replacing damaged and fire-prone battery cells on some of its recalled Chevrolet Bolt electric vehicles in mid-October, the automaker announced Monday
cnn.com/2021/09/20/car…
GM first announced a recall of the Chevy Bolt electric vehicles in November 2020 due to fire risk, but it didn't have an immediate fix
In May, it announced a software repair, but then there were two fires involving Bolts that had received that fix, prompting another recall in July of 70,000 vehicles

A month later, the automaker issued a recall on another 70,000 cars
Read 12 tweets
JPR007 Profile picture
17 Sep
KOPER, SLOVENIA

Waiting for the next Tesla Ship on Monday morning

1/
With the Alps in the background

2/
Beautiful historic city

3/
Read 7 tweets
JPR007 Profile picture
16 Sep
EUROPE 2021

1. BEV MARKET VOLUME

2021 Q1 = 202,396 units

2021 Q2 = 289,625 units

2. TESLA

2021 Q1 = 30,892 units for 15.3% Market Share

2021 Q2 = 35,991 units for 12.4% Market Share
3. OTHER OEMs

Data is not currently available for all BEV sales by OEM across the entire European market

And only 2021 Q1 data is complete for the major European markets :
Europe Top Ten BEV Brands in the tracked 11 markets :

- Tesla = 15.1%

- VW = 14.1%

- Peugeot = 8.1%

- Renault = 8.0%

- Hyundai = 6.8%

- Kia = 6.2%

- Nissan = 4.4%

- Smart = 4.1%

- Audi = 4.0%

- BMW = 3.2%
Read 5 tweets
JPR007 Profile picture
15 Sep
Plug-in hybrids are a 'wolf in sheep's clothing' - BBC News

Carbon dioxide emissions from plug-in hybrid cars are as much as two-and-a-half times higher than official tests suggest, according to new research
bbc.com/news/science-e…
Plug-in hybrid vehicles are powered by an electric motor using a battery that is recharged by being plugged in or via an on-board petrol or diesel engine

They account for 3% of new car sales
But analysis from pressure groups Transport and Environment and Greenpeace suggest they emit an average of 120g of CO2 per km

That compares with the 44g per km in official "lab" tests
Read 22 tweets
JPR007 Profile picture
15 Sep
CHEVROLET BOLT

GM has said early Bolt models will have their entire battery pack replaced, while newer models will have only defective modules within the pack replaced

Those new parts may not be available until after November
reuters.com/business/autos…
The automaker said it has bought back some Bolts from owners and is reviewing such requests on a case-by-case basis

GM also has said it expects LG to help shoulder the $1.8 billion expense to replace Bolt battery packs
On Friday GM's Jacobson said the two companies are having "high level conversations" about costs, and that GM expects reimbursement

With resolution of the costly recall debacle still up in the air, relations between GM and LG have soured, people familiar with the situation said
Read 13 tweets
JPR007 Profile picture
14 Sep
LESSON OF THE DAY 20210914

Electrek published an article based on totally false data criticising Tesla and promoting the concept of giving third-party vendors more access to Tesla service tools

They did this using fake material that Rich Rebuilds released in a YouTube video
Beware of headlines like this and be careful not to trust those who criticize Tesla for the purposes of promoting their own agenda

And be sure to do your own homework
Quick Details

1. They claimed Tesla wanted to charge $22,500 for a Battery Replacement on a 2013 Model S

- the correct price from Tesla is actually $10,500 as of last week
Read 6 tweets

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